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Microsoft

5,744 hedge funds and large institutions have $2.66T invested in Microsoft in 2025 Q2 according to their latest regulatory filings, with 235 funds opening new positions, 2,537 increasing their positions, 2,590 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

1.57% more ownership

Funds ownership: 70.77%72.34% (+1.6%)

1% more funds holding

Funds holding: 5,7015,744 (+43)

2% less repeat investments, than reductions

Existing positions increased: 2,537 | Existing positions reduced: 2,590

Holders
5,744
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,112
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$57.8B
Puts
$45.7B
Net Calls
Net Calls Change

Top Sellers

1 -$26B
2 -$3.54B
3 -$2.92B
4
Morgan Stanley
Morgan Stanley
New York
-$2.36B
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.85B
Name Holding Trade Value Shares
Change
Change in
Stake
WAS
2026
WESPAC Advisors SoCal
California
$18.6M
FFS
2027
Fischer Financial Services
Pennsylvania
$18.6M
HCM
2028
Hall Capital Management
Rhode Island
$18.5M
MA
2029
MYDA Advisors
New York
$18.5M
WHGC
2030
Wealth High Governance Capital
Brazil
$18.5M
FNBTCON
2031
First National Bank & Trust Co of Newtown
Pennsylvania
$18.5M
APWM
2032
Argonautica Private Wealth Management
Massachusetts
$18.5M
CI
2033
Cavalier Investments
Georgia
$18.5M
MJP
2034
Michael J. Puzo
$18.4M
OCAM
2035
Owl Creek Asset Management
New York
$18.4M
AA
2036
Armis Advisers
Georgia
$18.4M
CAM
2037
Costello Asset Management
Pennsylvania
$18.4M
HWMO
2038
Heritage Wealth Management (Ohio)
Ohio
$18.4M
V
2039
VeraBank
Texas
$18.3M
DA
2040
Dover Advisors
Virginia
$18.3M
SAW
2041
Signal Advisors Wealth
Michigan
$18.3M
HW
2042
HORAN Wealth
Ohio
$18.3M
NC
2043
NBW Capital
Massachusetts
$18.3M
FAM
2044
Formidable Asset Management
Ohio
$18.3M
CBT
2045
Central Bank & Trust
Kentucky
$18.3M
TIP
2046
Torray Investment Partners
Maryland
$18.2M
PAIM
2047
Punch & Associates Investment Management
Minnesota
$18.2M
MFWM
2048
Motley Fool Wealth Management
Virginia
$18.2M
BFA
2049
Benedict Financial Advisors
Georgia
$18.2M
MMPW
2050
Mitchell McLeod Pugh & Williams
Alabama
$18.2M